Tag: FactSet Research Systems

AI Is Nothing New, Yet We Are Only Scratching The Surface

AI Is Nothing New, Yet We Are Only Scratching The Surface

AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined "AI" into their products and services offerings at this juncture. "AI" at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface

NLP & Productivity Apps: Microsoft Copilot

NLP & Productivity Apps: Microsoft Copilot

Back in March 2019 we wrote about the future use of NLP-powered applications across various industries - in particular Financial Services (our 2019 TEK2day article HERE). Microsoft (MSFT) is bringing natural language capability to its Productivity suite - Microsoft 365. This natural language offering has a name: "Copilot". We include an example of Copilot deployed … Continue reading NLP & Productivity Apps: Microsoft Copilot

J.P. Morgan Limits Internal Use of ChatGPT

J.P. Morgan Limits Internal Use of ChatGPT

I don't have first hand knowledge of how J.P. Morgan's PMs, Analysts, Traders and Investment Bankers may be using ChatGPT. However, there are a couple of inherent challenges as I see it: 1.) ChatGPT's knowledge repository is limited to the data sets it has access to. For example, if a Fixed Income PM runs a … Continue reading J.P. Morgan Limits Internal Use of ChatGPT

When New To APIs, Which Data Services To Expose First?

When New To APIs, Which Data Services To Expose First?

Technology companies such as Stripe, FactSet and thousands of others make certain of their offerings available via APIs. Stripe was founded as an "API" company, simplifying the back-end infrastructure of the payments industry. If your company is new to making various data elements and tools available to customers and partners via APIs, understanding the Market … Continue reading When New To APIs, Which Data Services To Expose First?

CEO Personality, Corporate Culture and Opportunity Cost

CEO Personality, Corporate Culture and Opportunity Cost

FactSet (tkr: FDS), has all of the tools - more precisely data sets - to compete with ZoomInfo (tkr: ZI), and to potentially close the valuation gap between the two companies. FactSet's platform includes data sets that are more robust than their ZoomInfo counterparts (with the exception of executive profile data), and could therefore challenge … Continue reading CEO Personality, Corporate Culture and Opportunity Cost

S&P Global Reported to Acquire IHS Markit

S&P Global Reported to Acquire IHS Markit

A few years ago we recommended that IBM (tkr: IBM) roll-up certain Information Services assets to complement its Infrastructure Services business. In the meantime the Information Services space is rolling up itself with S&P Global (tkr: SPGI) working to acquire IHS Markit (tkr: INFO) as reported by the Wall Street Journal. Tickers mentioned: CCC, DNB, … Continue reading S&P Global Reported to Acquire IHS Markit

AI and ML Are Poised to Remake I-Banking

AI and ML Are Poised to Remake I-Banking

Investment Bankers often forget that their "expertise" is not unique. First impressions are critical. Entrepreneurs have long memories. Service providers ought not take the attitude that they are being put out of their way, that they are doing the client a favor. Software platforms powered by AI, Machine Learning and workflow software are poised to … Continue reading AI and ML Are Poised to Remake I-Banking

Capital Markets FinTech Update<span class="badge-status" style="background:red">Premium</span> 

Capital Markets FinTech UpdatePremium 

In the midst of the most exuberant Tech bubble in history we offer an alternative. We have updated our list of FinTech names, some of which are reasonably valued. Click on the thumbnail below to access the table in large format. Subscribers may access the table in spreadsheet format behind the paywall ($19.99). Click on … Continue reading Capital Markets FinTech UpdatePremium 

Banks Should Acquire FinTech Companies

Banks Should Acquire FinTech Companies

Large Financial Institutions should acquire FinTech companies. Doing so would enable FI's to diversify beyond the depositary services business which will continue to suffer in a prolonged low interest rate environment. We won't lay out the entire FinTech ecosystem, but here are several examples. Capital Markets: FactSet (tkr: FDS) and SS&C Technologies (tkr: SSNC). FactSet … Continue reading Banks Should Acquire FinTech Companies

Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

Not unlike other Technology companies, capital markets-focused FinTech companies have benefited in recent years from the Fed's persistent low interest rate policy and from the Trump tax cuts. The difference between this FinTech cohort and many Bay Area Enterprise Software companies is that this FinTech group generates meaningful cash flow (29% median Operating Cash Flow … Continue reading Capital Markets FinTech Companies Generate Cash for Your Investment Dollar